June 2016 - NScope archives

  • Andurand Capital @ Notz Stucki conference on 28 June 2016 by Martin Frenette, Jun 30 2016

    « Trading floors the world over are littered with the bodies of those who tried to trade energy futures » the saying goes. I’ve heard it used recently regarding those who tried to short JGBs but most traders in the oil & gas business would agree. Remember Brian Hunter of Amaranth fame who blew up […] read more

  • Notz Stucki Investment Conference June 2016
    Notz Stucki June 2016 investment conference in Geneva : notes by Notz Stucki, Jun 29 2016

    On the occasion of its semi-annual Investment Conference in Geneva held June 28th, 2016, Notz Stucki welcomed the following guest speakers: Louis-Vincent Gave, CEO, GaveKal Ronald Chan, Portfolio Manager, Zeal Asset Management Leda Braga, CEO, and Grégoire Dooms, Product Manager, Systematica Investments Pierre Andurand, CIO & Managing Partner, Andurand Capital Here are the notes on the conference. The unexpected result […] read more

  • Notz Stucki @Trail des Paccots 2016 by Notz Stucki, Jun 27 2016

    Notz Stucki – Trail des Paccots 2016 edition After the first race ran together in Morat (NScope: article of October, 2015), a delegation of the NS team participated to the “Trail des Paccots”, a race between mountain pasture, thin forest, rivers and, this year, very difficult weather (mud, rain and hail!). Despite the extreme conditions for […] read more

  • Nota Settimanale – Mercati 24 06 2016 by Notz Stucki, Jun 24 2016

    Please check the latest weekly notes directly from our Milan branch / Di seguito l’ultima nota settimanale del nostro ufficio di Milano. Mercati nota settimanale – 24 06 2016 Panoramica macro Brexit: la Gran Bretagna è fuori dall’UE 1/2 Brexit: la Gran Bretagna è fuori dall’UE 2/2 In Europa sì ma nell’Unione no… Cina: presenza […] read more

  • Nota Settimanale – Mercati 17 06 2016 by Notz Stucki, Jun 17 2016

    Please check the latest weekly notes directly from our Milan branch / Di seguito l’ultima nota settimanale del nostro ufficio di Milano. Mercati nota settimanale – 17 06 2016 Panoramica macro Gran Bretagna: tra banca centrale e brexit FED: prudenza finché persistono rischi all’economia Giappone: BoJ non si muove ma lo yen rimbalza read more

  • 7 questions to a start-up: IBT.TECH by Amelie Janssens, Jun 16 2016

    Fusion – the first-ever FinTech business incubator in Switzerland – exists to shape innovation in financial services by combining up-and-coming tech talent with Swiss state-of-the-art financial know-how. As a Fusion member, Notz Stucki is actively involved in the incubation process. Discover our series “7 questions to a start-up” to get a feeling of who are the participants of […] read more

  • Nota Settimanale – Mercati 10 06 2016 by Notz Stucki, Jun 10 2016

    Please check the latest weekly notes directly from our Milan branch / Di seguito l’ultima nota settimanale del nostro ufficio di Milano. Mercati nota settimanale – 10 06 2016 Panoramica macro Gran Bretagna: l’uscita dall’Europa in testa Cina: troppe ombre sul debito Italia: comparto immobiliare nel mirino read more

  • A (deep) contrarian view: Buy the basket of top holdings in US Hedge Funds by Angel Sanz, Jun 6 2016

    BUY THE BASKET OF TOP HOLDINGS IN US HEDGE FUNDS CURRENT SITUATION 2016 has been a very tough year for active managers, especially in the equity US market (both hedge funds and long only funds). From 31-Dec-15 to 30-April-16, the SP500 NTR has gained 1.73% whereas the Tremont Long-Short Index has dropped 4.52%. Several reasons […] read more

  • Nota Settimanale – Mercati 03 06 2016 by Notz Stucki, Jun 3 2016

    Please check the latest weekly notes directly from our Milan branch / Di seguito l’ultima nota settimanale del nostro ufficio di Milano. Mercati nota settimanale – 03 06 2016 Panoramica macro Petrolio: debiti dei produttori in continuo aumento Cina: riusciranno i servizi a sostenere la crescita? America Latina: economie completamente differentila manica? read more

  • Chart of the month: June Edition by Pierre Mouton, Jun 1 2016

    EURO DOLLAR PARITY: THE LOGICAL SONG This recurrent question which always comes from the audience when a financial presentation is held (outside of the US of course): “and, what do you think of the dollar?”…… and it very often embarrasses the speakers because you normally can illustrate a bearish or a bullish scenario with numerous […] read more